Rosenthal Henry Capital Advisors’s Independent Bank Group, Inc. IBTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-37,500
| Closed | -$2.06M | – | 72 |
|
|
2019
Q2 | $2.06M | Hold |
37,500
| – | – | 1.94% | 23 |
|
|
2019
Q1 | $1.92M | Buy |
37,500
+5,010
| +15% | +$257K | 1.88% | 23 |
|
|
2018
Q4 | $1.49M | Sell |
32,490
-10,010
| -24% | -$458K | 1.4% | 31 |
|
|
2018
Q3 | $2.82M | Hold |
42,500
| – | – | 2.2% | 21 |
|
|
2018
Q2 | $2.84M | Buy |
42,500
+6,200
| +17% | +$414K | 2.1% | 22 |
|
|
2018
Q1 | $2.57M | Buy |
36,300
+450
| +1% | +$31.8K | 2.04% | 24 |
|
|
2017
Q4 | $2.42M | Buy |
35,850
+250
| +0.7% | +$16.9K | 1.91% | 25 |
|
|
2017
Q3 | $2.15M | Buy |
+35,600
| New | +$2.15M | 1.65% | 28 |
|